Keep up-to-date with the latest from PDB Wealth Management
October 3, 2018
Compliance & Paraplanning Manager. I have over 15 years’ experience of working in financial services, having started my career with Lloyds Private Banking in 2002, as a Private Banking Manager’s Assistant. After 10 years of working in a variety of support roles within private banking and wealth management, I made the move to independent financial […]
MoreJuly 16, 2018
Adviser Support I have worked in Financial Services for over 30 years having started my career with Legal & General gaining a wealth of experience. Having recently joined PDB Wealth Partners in May 2018 as an Adviser Support , my role assists supporting the Financial Planning Consultants, client support, preparing review documents and reconciling our […]
MoreFebruary 24, 2017
Financial Planning Consultant I am a qualified Independent Financial Adviser with 17 years’ experience working within the financial services industry. I started my career in the banking sector working part time for HBOS while my two daughters were at primary school. During my career I have also worked for CIS (Cooperative Insurance Services), HSBC Bank and […]
MoreParaplanner – Pension Specialist My primary role is a Paraplanner, working closely with a Financial Adviser to align the research and analysis of clients’ products, needs and objectives to ensure a cost effective and suitable solution is found. After passing the diploma in regulated financial services in 2014, I have continued to build and enhance […]
MoreCompliance I have worked in financial services for over 15 years holding a variety of management positions within Legal & General before wanting a change of direction within financial services and moving across to PDB Wealth Partners Ltd in 2010. My main responsibilities are ensuring a robust compliance process is in place to make certain […]
MoreFinancial Planning Consultant After completing a Master’s Degree in Financial Management, I started my career within the financial planning sector with PDB. I joined PDB in 2014 as an Adviser Support. I have since completed the Chartered Insurance Institute’s Diploma in Regulated Financial Planning and moved into a Financial Planning Consultant role. My aim is […]
MoreFinancial Planning Consultant & Pension Specialist I have worked in financial services for nearly 20 years, holding a variety of positions with Lloyds, AMP, Henderson Global Investors and Legal & General before becoming a Financial Adviser in 2008. Working as part of PDB Wealth Partners Ltd continues to be the most enjoyable and rewarding time of […]
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